My experience with First Command has been nothing less than amazing.
He was very responsive, answering many questions regarding the transition process.
Mr. Jonathon Na, Financial Advisor, is the consummate professional. I recently selected Mr. Na as my personal First Command financial coach. He provides me with advice regarding my portfolio, effective communication, and responsiveness. Jonathon executed a detailed financial plan for me after analyzing a plethora of personal financial data. His financial recommendations for a well-diversified financial plan were logical, and gave me confidence to pursue my goals.
During this transition process, Jonathon conducted himself in the most professional manner while developing a trusting and long-term relationship with me. He was very responsive, answering many questions regarding the transition process. Jonathon goes the extra mile assisting his clients with financial advice for any financial situation. I trust and depend on his advice and recommend Mr. Na as your personal financial advisor.
– Lt. Col John Sarakatsannis, USAF (Ret.)
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together “First Command”). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.
Get Squared Away®
Let’s start with your financial plan.
Answer just a few simple questions and — If we determine that you can benefit from working with us — we’ll put you in touch with a First Command Advisor to create your personalized financial plan. There’s no obligation, and no cost for active duty military service members and their immediate families.GET STARTED
He legitimately cared about showing us how we could pursue financial security for the future.